Banking and Private Wealth Management

Fellows program applications for coursework beginning fall 2019 will be open from Nov. 26 through midnight, Feb. 18. The deadline for Accounting Teaching Scholars and the Lemma Senbet Fund is Feb. 12. Go to program page for application link.

Do you want to:

  • Learn about private wealth management and/or more traditional banking roles — including roles as a financial planner, a personal investment manager, or service industry positions such as a loan and/or personal banking officer?
  • Visit the FDIC to meet with vice chair and chief economist in Washington, DC?
  • Work with finance professionals in a wealth management firm, designing financial plans that meet the client's needs?
  • Meet with industry experts in commercial banks, savings and loans, credit unions, insurance companies, private wealth managers, and financial planning firms?
  • Attend the annual Finance Fellows Networking Night for one-on-one networking with dozens of industry professionals and potential mentors?
  • Enjoy being in a dedicated fellows section of Financial Management, BMGT445F?

"BMGT 445F is one of the best courses I have taken thus far at the Smith School, and I feel that I have learned a lot from the content and teaching style. I also really enjoyed the opportunities to attend the NABE conference and visit the Fed and FDIC." - Anna Glazkova, 2014-15 Banking Fellow

Read about Banking and Private Wealth Management fellows trip to the Federal Reserve.

Elinda Kiss is the faculty champion for this program.

CURRICULUM: ONE-YEAR PROGRAM

  • BMGT340 — before the course begins in fall 2019 (may complete at the time of application)
  • BMGT341 (Financial Markets) or ECON330 (Money & Banking) — by fall (if not completed already; could be taken concurrently with BMGT445F, but not preferred)
  • BMGT 445F (dedicated Fellows section of Banking & Financial Institutions) — Fall 2019
  • BMGT 313F (dedicated Fellows section of Financial Statement Analysis) — Spring 2020

CAREER CONNECTION

Banking Fellows have interned or received full-time offers from top firms such as:

  • JP Morgan Chase
  • BNY Mellon
  • RSM
  • PwC
  • Enterprise

ELIGIBILITY REQUIREMENTS

  • Be a finance major (you may apply if you are in the process of applying to Smith as an internal transfer student, but fellows admission would be contingent upon admission to the Smith School, College Park).
  • Minimum 3.0 GPA.
  • Minimum 45 credit hours at the time of application.
  • A grade of B- or better in BMGT340 (may complete either spring semester at the time of application or fall semester. Admission is provisional contingent upon satisfactory completion of BMGT340).

APPLY

Applications for Banking Fellows for 2019-20 are due February 18, 2019, at 11:59 p.m.

  • Online application form.
  • Cover letter: Should be addressed to the faculty champion for this program and explain: 1) WHY you want to be involved in this Fellows program; 2) WHAT will YOU add to the program; and 3) HOW will it fit your academic/career plans. Limit 1-2 pages, PDF only.
  • Resume.

Note: Cover letter and resume must be submitted in PDF format.

Questions? Read our Fellows FAQs or contact smithfellows@rhsmith.umd.edu.